Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.6B
AUM Growth
+$3.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,069
New
Increased
Reduced
Closed

Top Buys

1
+$788M
2
+$131M
3
+$67.8M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$62.6M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$59.6M

Top Sells

1
+$62M
2
+$52.9M
3
+$45.6M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$45.4M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$44.2M

Sector Composition

1 Technology 9.45%
2 Financials 4.65%
3 Consumer Discretionary 3.47%
4 Healthcare 3.17%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$5.78M 0.01%
54,399
+11,157
1027
$5.78M 0.01%
156,695
-2,086
1028
$5.75M 0.01%
31,919
+8,719
1029
$5.75M 0.01%
113,194
+20,950
1030
$5.74M 0.01%
84,517
-2,322
1031
$5.72M 0.01%
236,411
+31,035
1032
$5.69M 0.01%
188,855
+130,547
1033
$5.69M 0.01%
49,544
+17,184
1034
$5.68M 0.01%
267,660
-2,627
1035
$5.68M 0.01%
118,632
+15,084
1036
$5.67M 0.01%
11,854
+2,572
1037
$5.67M 0.01%
341,305
+23,956
1038
$5.64M 0.01%
61,640
+9,072
1039
$5.63M 0.01%
91,219
+1,849
1040
$5.62M 0.01%
60,011
-49,859
1041
$5.61M 0.01%
439,307
+192,066
1042
$5.61M 0.01%
223,039
+34,338
1043
$5.59M 0.01%
63,500
-2,308
1044
$5.58M 0.01%
42,666
+10,795
1045
$5.56M 0.01%
+185,789
1046
$5.56M 0.01%
28,216
+3,421
1047
$5.54M 0.01%
232,569
+12,678
1048
$5.49M 0.01%
175,043
+71,584
1049
$5.49M 0.01%
42,983
-443
1050
$5.49M 0.01%
9,464
+526
40 41
42
43 44